See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,025 | $51,175-72.6% | $70,515-80.1% | $75,163-81.3% |
| Participation rate | 58.6% | 60.9%-2.3pp | 68.3%-9.7pp | 67.2%-8.6pp |
| Annual return | 34.99% | 30.02%+5.0pp | 32.77%+2.2pp | 160.62%-125.6pp |
| Employer contribution / active EE | $2,879 | $1,826+57.6% | $2,973-3.2% | $2,670+7.8% |
| Participant deferral / active EE | $3,688 | $2,849+29.4% | $4,567-19.2% | $4,125-10.6% |
| Admin fee / account holder | $2,038 | $4,091-50.2% | $6,412-68.2% | $5,651-63.9% |